Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,257 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
303,055
shares
|
$7.25 Million
3.72% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
295,594
shares
|
$7.07 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
294,525
shares
|
$7.05 Million
2.94% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
293,045
shares
|
$7.01 Million
1.56% of portfolio
|
Q1 2025
Reduced 54.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
291,675
shares
|
$6.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$6.96 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
284,483
shares
|
$6.81 Million
0.04% of portfolio
|
Q1 2025
Added 39.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
279,072
shares
|
$6.68 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
278,217
shares
|
$6.66 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
277,791
shares
|
$6.65 Million
0.32% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
276,907
shares
|
$6.63 Million
0.76% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
271,285
shares
|
$6.49 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
270,716
shares
|
$6.48 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
269,181
shares
|
$6.44 Million
1.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
262,609
shares
|
$6.28 Million
0.25% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
261,356
shares
|
$6.25 Million
2.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
259,290
shares
|
$6.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
258,319
shares
|
$6.18 Million
1.12% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
256,772
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
255,797
shares
|
$6.12 Million
1.13% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
255,541
shares
|
$6.12 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
255,019
shares
|
$6.1 Million
4.89% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
253,224
shares
|
$6.06 Million
3.18% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
252,123
shares
|
$6.03 Million
3.31% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
250,461
shares
|
$5.99 Million
0.91% of portfolio
|
Q2 2024
Added 1.02%
|